Welcome to The Raiser's Edge 7.85. Before you begin to use the program, please take a moment to review the following notes, which highlight some of the new features and enhancements. It is important to share this information with all Raiser's Edge users in your organization. A shortcut to the Release Notes for The Raiser's Edge has been added to your desktop, so you can access these notes at any time.

Compatibility

  • The Raiser's Edge 7.85 is compatible with Microsoft Windows XP Service Pack 3 (SP3).

Records

  • From the Relationships tab of a constituent record, you can now track the appeal a solicitor uses to secure a donation from the constituent. To update a solicitor assignment with the appeal, select the solicitor on the constituent’s Relationships tab and click Open on the action bar. On the Assigned Solicitor screen, enter the appeal in the new Appeal field. For more information, see the Constituent Data Entry Guide.

  • From a solicitor’s constituent record, you can also track the appeal the solicitor uses to secure a donation from a constituent. To update a solicitor assignment from the solicitor’s constituent record, click Details next to the Is a solicitor checkbox. On the Solicitor Information screen, select the constituent assignment on the Assignments tab and click Open on the action bar. On the Assigned Solicitor screen, enter the appeal in the new Appeal field. For more information, see the Constituent Data Entry Guide.

  • When you designate goals for your solicitors, you can now assign a solicitor to goals for appeals in addition to campaigns, funds, or unspecified categories. For more information, see the Constituent Data Entry Guide.

  • When you view the team captain assignments of a solicitor, you can now view the assignments to appeal goals in addition to goals for campaigns and funds. For more information, see the Constituent Data Entry Guide.

  • On an appeal record, you can use the new Solicitors tab to assign solicitors and solicitor teams to the appeal. On the Solicitors tab, you can also copy solicitor assignments from campaigns, fund, or other appeals and assign goals for the assigned solicitors. For more information, see the Campaigns, Funds, and Appeals Data Entry Guide.

  • When you assign solicitors to campaigns or funds, you can now copy solicitor assignments from appeals as well as other campaigns or funds. On the Solicitors tab of the campaign or fund record, click Copy From and search for the appeal from which to copy solicitor assignments. For more information, see the Campaigns, Funds, and Appeals Data Entry Guide.

Query and Export

  • A new Assigned Solicitor/Team node exists in Query and includes fields such as Assigned Solicitor Name and Assigned Team Name. Also, a new Constituent Solicitor Information node exists for constituent queries and includes appeal fields.  For more information, see the New Features chapter of the 7.85 Update Guide.
  • In Export, a new Appeal field exists in the Solicitor Goals node. For more information, see the New Features chapter of the 7.85 Update Guide.
  • If you integrate with The Patron Edge, The Patron Edge node now appears in Query and Export in The Raiser’s Edge. Use the fields in this node, such as Group Leader and Patron’s Relationship to Group Leader, to query and export data from The Patron Edge. For more information, see the New Features chapter of the 7.85 Update Guide.
  • To help manage and organize your queries, you can now create directories, or categories, to group your queries, such as by user or by the query’s intended use. To create and organize query categories, select Organize Categories from the menu bar of the Query page. On the Organize Categories screen, you can create, rename, and delete query categories. You can also adjust the order in which they appear on the Query page. For more information, see the Query & Export Guide.

Reports

  • In Solicitor Comparison, Solicitor Goal Analysis, and Solicitor Performance Summary you can now filter solicitors based on Appeal Goal.

Batch

  • In Batch, you can now add solicitor goals for an appeal in a constituent batch. When you create the constituent batch, add the Appeal field under the Solicitors Goals node. For more information, see the New Features chapter of the 7.85 Update Guide.

Administration

  • In Administration, you can now assign security rights for users to view, add, edit, and delete solicitor hierarchies on appeal records. For more information, see the Configuration and Security Guide.

Configuration

  • In Configuration, you can now make attributes that your organization no longer uses inactive. When you make an attribute inactive, it no longer appears as a selection on records of the attribute type. On the Attributes page, mark the checkbox in the new Active column for each attribute to appear as available in Records. If you do not mark this checkbox, the attribute is inactive. For more information, see the Configuration and Security Guide.

NetSolutions

  • Multiple users can access different areas of NetSolutions simultaneously. For more information about working in NetSolutions, see the NetSolutions Guide.